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Caterpillar

1,929 hedge funds and large institutions have $70.9B invested in Caterpillar in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 816 increasing their positions, 692 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
-85
Holders Change %
-4.22%
% of All Funds
33.88%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.37%
New
97
Increased
816
Reduced
692
Closed
151
Calls
$1.87B
Puts
$2.99B
Net Calls
-$1.12B
Net Calls Change
-$696M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
501
Advisor Partners
California
$4.08M -$130K -677 -3%
SCM
502
Stonebridge Capital Management
California
$4.06M -$67.2K -350 -2%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$4.03M +$151K +786 +4%
RF
504
Robbins Farley
New Hampshire
$4.01M +$4.01M +20,881 New
MWM
505
Meridian Wealth Management
Kentucky
$4.01M +$309K +1,609 +8%
AAS
506
Avantax Advisory Services
Texas
$4.01M +$731K +3,813 +22%
CBTWT
507
Community Bank & Trust (Waco, Texas)
Texas
$3.99M +$18.8K +98 +0.5%
ACM
508
Argyle Capital Management
Pennsylvania
$3.97M
BCCM
509
Bridge Creek Capital Management
Massachusetts
$3.96M +$62.4K +325 +2%
CB
510
Community Bank
New York
$3.96M +$332K +1,731 +9%
PWP
511
Principle Wealth Partners
Connecticut
$3.95M +$236K +1,227 +6%
WB
512
WesBanco Bank
West Virginia
$3.89M -$48.9K -255 -1%
MC
513
Moors & Cabot
Massachusetts
$3.86M +$68.8K +358 +2%
MC
514
Mathes Company
New York
$3.85M -$179K -935 -4%
FMWA
515
Forvis Mazars Wealth Advisors
Missouri
$3.85M +$20.7K +108 +0.5%
SWM
516
Spire Wealth Management
Virginia
$3.84M -$10.4M -54,165 -73%
RG
517
Rathbones Group
United Kingdom
$3.83M +$2.2M +11,440 +134%
PCA
518
Pallas Capital Advisors
Massachusetts
$3.8M +$1.09M +5,372 +40%
PRC
519
Pearl River Capital
Michigan
$3.78M -$228K -1,190 -6%
CAG
520
Crestwood Advisors Group
Massachusetts
$3.78M
JG
521
Jefferies Group
New York
$3.78M -$463K -2,410 -11%
CTA
522
Colonial Trust Advisors
South Carolina
$3.77M +$4.8K +25 +0.1%
NIM
523
Northeast Investment Management
Massachusetts
$3.76M +$148K +773 +4%
RG
524
Retirement Group
California
$3.76M +$19.6K +102 +0.5%
ACM
525
Alpha Capital Management
Texas
$3.73M -$20.4K -106 -0.5%